Apply a Jira template to an existing ticket using an automation rule

Question

Hi, I'd like to be able to create a Jira automation that will apply a template onto an existing jira ticket. I understand I can create a new ticket using a template, but from what I could see, I'm not able to find documentation or the right tool to apply a template onto an existing ticket using automation rules.

Lukas Nicolai_Seibert · Answer

Hello @James Phan could you please describe your use case in a bit more detail? Which aspects of the existing issue would you like to define or modify using a template that could be applied? Thanks!

Bill Sheboy · Answer

Hi @Olga Cheban _TitanApps_

As a reminder...when recommending a marketplace vendor product, please ensure you disclose your affiliation to that vendor in your post wording, and not just in your profile name / badge. For more information about this, please see:

Atlassian Partners - Rules of Engagement

https://community.atlassian.com/t5/App-Central-articles/Atlassian-Partners-Rules-of-Engagement/ba-p/2899328

Kind regards,
Bill

Olga Cheban _TitanApps_ · Answer

Hi @James Phan !

What exactly do you want to transfer from your template to an existing ticket? In most cases, it should be possible to set up an automation that would edit the existing issue field by field.

Another option is to document the required information as a checklist using Smart Checklist for Jira. Then, you can save this checklist as a template and apply it automatically to new or existing issues/work items. It's a workaround, but, actually, you can put quite a lot of information in a checklist - tag collaborators, add links and deadlines, etc. Let me know if you have any questions